Advisor opportunity: Affluent Canadians more conservative when it comes to investing
At least those are the findings of a new survey. While affluent Americans seemingly see no end to the six-year bull-run, Canadians are wondering if things will only get worse.
Big bank cleans its dirty laundry
Money laundering rears its ugly head once more. Should advisors be concerned about their clients’ Latin American holdings?
Legal wrangle highlights need for cybersecurity
Confidential information allegedly used by one investment firm to outmaneuver another sends a clear message that advisors need to do more when it comes to privacy.
Passive management approach gains ground
If you see ETFs as a passing fad, think again, with no less than 1,900 advisors demonstrating exactly how and why those funds are primed for exponential growth.
Fee advisors offer advice to embedded commission guys
Regardless of the CRM2 extension, the onus is undeniably on embedded-commission advisors to prove their worth, caution their fee-based counterparts.
Advisors invested in the Super Bowl, but did they win?
Canadian advisors had some skin in Sunday's big showdown. So were they on the winning or losing side?
Canadians leaving billions on the table each year
An actuarial expert wonders why they're not doing a better job -- or, in fact, their advisors.
The true Canadian homeownership rate is…
Homeownership in the U.S. is lower than it’s been since 1994. What’s the Canadian experience?
Investors don’t see eye to eye with advisors
New survey suggests advisors’ bullish enthusiasm for the markets could be misplaced.
Texas story illustrates why paperwork’s no laughing matter
The next time you’re ready to complain about the amount of paperwork advisors perform, first read this tale of woe from the Lone Star state.